Cost of Revenue Comparison: Fiserv, Inc. vs MicroStrategy Incorporated

Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of technology and finance, understanding the cost of revenue is crucial for investors and analysts alike. Fiserv, Inc. and MicroStrategy Incorporated, two giants in their respective fields, offer a fascinating comparison. From 2014 to 2023, Fiserv's cost of revenue surged by approximately 166%, peaking in 2021. This growth reflects its expanding operations and market reach. In contrast, MicroStrategy's cost of revenue remained relatively stable, with a modest increase of about 19% over the same period. This stability highlights its focus on efficiency and strategic investments.

Key Insights

• Fiserv's Growth: The company's cost of revenue increased significantly, particularly between 2019 and 2021, indicating aggressive expansion.
• MicroStrategy's Stability: Despite market fluctuations, MicroStrategy maintained a steady cost of revenue, showcasing its operational resilience.
  This comparison underscores the diverse strategies employed by these companies in navigating the competitive tech landscape.